Strategic Investment Solutions’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,650
| Closed | -$24.1K | – | 686 |
|
|
2025
Q1 | $24.1K | Buy |
1,650
+110
| +7% | +$1.61K | 0.01% | 270 |
|
|
2024
Q4 | $29.7K | Sell |
1,540
-63
| -4% | -$1.22K | 0.01% | 268 |
|
|
2024
Q3 | $28.1K | Buy |
1,603
+21
| +1% | +$368 | 0.01% | 246 |
|
|
2024
Q2 | $26.8K | Buy |
+1,582
| New | +$26.8K | 0.01% | 236 |
|
|
2023
Q4 | $28.1K | Buy |
+1,440
| New | +$28.1K | ﹤0.01% | 592 |
|
|
2023
Q2 | – | Sell |
-1,390
| Closed | -$30.3K | – | 982 |
|
|
2023
Q1 | $30.3K | Buy |
+1,390
| New | +$30.3K | 0.01% | 465 |
|